Institutional Ownership Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE). We have compiled data on the 2,131 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,027
shares
|
$554,604
0.18% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,009
shares
|
$552,948
0.02% of portfolio
|
Q3 2025
Added 67.34%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
6,000
shares
|
$552,120
0.19% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
5,994
shares
|
$551,567
0.13% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
5,979
shares
|
$550,187
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
5,958
shares
|
$548,255
0.23% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
5,939
shares
|
$546,506
0.13% of portfolio
|
Q4 2025
Added 101.6%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
5,939
shares
|
$546,506
0.16% of portfolio
|
Q3 2025
Added 116.04%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
5,937
shares
|
$546,322
0.39% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
5,902
shares
|
$543,102
2.02% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,898
shares
|
$542,733
0.02% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jan 20, 2026 Q4 2025 |
5,868
shares
|
$539,973
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
5,850
shares
|
$538,317
0.04% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
5,842
shares
|
$537,580
0.47% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5,841
shares
|
$537,488
0.04% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,835
shares
|
$536,936
0.16% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
5,813
shares
|
$534,912
0.1% of portfolio
|
Q4 2025
Added 78.31%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,802
shares
|
$533,900
0.57% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Carlson Capital L P
Dallas, TX |
Nov 05, 2025 Q3 2025 |
5,800
shares
|
$533,716
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,794
shares
|
$533,163
0.02% of portfolio
|
Q3 2023
Added 118.07%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,769
shares
|
$530,863
0.37% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,765
shares
|
$530,495
0.1% of portfolio
|
Q2 2024
Reduced 22.92%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
5,742
shares
|
$528,378
0.0% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
5,711
shares
|
$525,526
0.15% of portfolio
|
Q4 2025
Added 99.2%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
5,700
shares
|
$524,514
0.06% of portfolio
|
Q4 2025
Added 100.0%
|
|